Taxes – everyone’s favorite subject! I’ve been working with several clients in the past month to process Required Minimum Distributions. As those amounts are taxable, as part of that process, I consult with their tax advisors to run a quick tax estimate and calculate the appropriate withholding amount. As I’ve worked thru this process, it […]

With the 2nd quarter estimated tax payment deadline approaching, let’s talk about everyone’s favorite topic – Taxes! As you well know, taxes are owed on the income you earn. What you may not know is that there are also rules requiring that tax payments are made as you earn and receive income during the year. […]